Jeff Golem

Regional Sales Manager, BMO InvestorLine

Jeff has 12 years’ experience working with online investors and currently leads the digital investment business for Bank of Montreal in SouthWestern Ontario. Previous to that Jeff worked on Bay street in Toronto in various roles for BMO InvestorLine as well as TD Waterhouse online brokerage. Jeff’s role is to meet with and coach BMO’s self direct online investors introducing them to BMO’s various tools, resources and platforms. Jeff is registered with IIROC as an investment advisor, has completed various CSI registration courses including the Canadian Securities Course, and holds a Bachelor with Honours degree in Economics from Queens University.

SPEAKING TOPICS

Online Investing for Your Personality Type – By BMO Investorline

Canadian investors are fortunate to have access to some of the most innovative digital tools for investing online. In the last 5 years, revolutionary new solutions have changed the decision from – hire a pro or go it alone – to allowing the investor to get a much more tailored solution. Investing online no longer means you must invest alone.

Deciding how much (or how little) control you want over your portfolio can matter more for long term returns than all the information about what to invest in. Understanding the well-established 4 types of investor personalities can help you figure this out. Whether you are The Independent, The Accumulator, The Preserver, or The Follower; the key to this decision is to accurately identify your investor personality type. Factoring in the strengths, weaknesses, and biases associated with each type; you can choose the investment solution that helps you invest with confidence and have a better outcome.

This session, presented by BMO Investorline, will outline all the latest online investment solutions. We’ll align solutions for “Pilots”, “Co-Pilots”, and those looking for a portfolio “Auto-Pilot” with the investor types. In so doing, we’ll answering such frequently asked questions as:

What are the top tools that can help investors who want to make all their own investment decisions?

What if you want someone to help, and to bounce ideas off, but don’t want to completely hand over management of your portfolio to someone else?

What is a “robo-adviser” and how much of the service is computer controlled, and what components are “human”?

All things being equal – paying lower fees when investing leads to higher returns over time. The part of the equation that is not equal is the decision making of the investor themselves. What are the real costs and benefits of each online investment solution?

Larry Berman is Chief Investment Officer and Partner at ETF Capital Management. Larry Berman and/or the partners of ETF Capital Management have a beneficial interest in Prosper Experiential Media Inc.
All events and presentations offered by Prosper Experiential Media Inc. are for educational purposes only and do not constitute investment counsel, advice, or solicitation to purchase any investment products.